Crypto summerSolid Intel 📡 (@solidintel_x):INTEL: CRYPTO CLARITY BILL ADVANCES THROUGH BANKING COMMITTEE ON BIPARTISAN VOTE ...

I was talking with the equities desk this morning at Bloomberg News about a lot of these names that are really lower today, taking a pause, Intel, Micron, Intel in particular. They were kind of primed for a bit of a pullback. Right.Is that it. Is that just timing in the moment, or is it the CPI print we got this morning. I think the CPI print is completely disregarded by the chip nation and AI because they don't care.They just simply don't care what cost things are. Or, I guess, overall, they don't care. Go ...

继GPU、存储之后，AI算力的焦虑正式蔓延至CPU领域。从2025年底起，服务器CPU价格飙升近30%，交期甚至拉长到半年，曾经的“AI配角”正重回舞台中心，不仅AMD、英特尔、ARM财报集体炸裂，连英伟达也下场抢食。 本期视频，我们就从Agent爆发、超长上下文、数据中心配比变化等多个角度，拆解这轮CPU短缺背后的真正原因。为什么GPU越强，反而越依赖CPU？为什么AI应用落地，会让整个计算系统的瓶颈发生转移？而各大巨头厂商又在这场新的产能战争里做了哪些布局？ 更重要的是，这轮短缺究竟只是周期性现象，还是AI时代新的长期结构性问题？CPU重新崛起，是否意味着AI基础设施正在进入下一阶段？ 时间轴： 00:00 CPU需求暴涨， “三巨头”集体交出炸裂财报 01:44 Agent兴起：GPU越快，CPU越堵 02:55 百万Token时代：上下文越长，CPU活越多 04:04 晶圆生产：台积电售罄，英特尔良率爬坡 05:01 封装材料：ABF载板引发的连锁短缺 05:39 AMD：最大受益者，也是最焦虑的受益者 06:05 英特尔：加价30亿美元买回产能控制权 06:26 英伟达与Arm：CPU市场的新入局者 ...

RT Symoné B. Beez (@SymoneBeez)@blknoiz06 Intel, TSMC of America. Government backed. AI Packaging with billions in back orders. Most tech companies will start relying on Intel.But honestly Intel, Sandisk, and Bloom Energy will all minimum 2x from here and possibly by EOY. ...

RT Tulip King 🌷 (@tulipking)@blknoiz06 Intel: Agents use more CPU than GPU, the spend needs to rerate - therefore the comp is unironically an Nvidia that fabs its own chips and packages the chips for other companies. American silicon supercycle ...